-13.6%
SOUN vs MUB
+9.9%
-23.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.3% |
| 7D | -4.4% | -0.7% | -3.7% | -3.0% |
| 30D | -13.1% | -2.0% | -11.2% | -9.4% |
| 3M | -7.7% | -2.5% | -5.2% | -2.4% |
| 6M | -21.2% | -2.3% | -18.8% | -16.9% |
| YTD | -35.0% | -1.3% | -33.7% | -32.6% |
| 1Y | -56.4% | +1.1% | -57.5% | -56.6% |
| 3Y | +181.7% | +8.2% | +173.5% | +158.7% |
| All | -13.6% | +9.9% | -23.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling